This week, we discuss a systematic framework for analysing investments, which distinguishes secular trends from tactical asset views. In our view, the USD is a key driver of asset returns, which is often overlooked. We discuss whether we are at a secular turning point for the USD and what this implies for asset performance.

Global Head of FI&C Research Thomas Harr chairs today’s podcast and he is joined by Senior Analyst Kristoffer Kjær Lomholt and Senior Analyst Lars Sparresø Merklin.